upskill-event-manager/docs/trainer-role.md

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HVAC Trainer Role

Overview

The HVAC Trainer role is the default role assigned to users who register through the HVAC Trainer registration page. This role provides specific capabilities for managing HVAC training events and related functionalities while restricting access to WordPress administrative features.

Registration and Assignment

  • Users automatically receive this role upon registration through the HVAC Trainer registration page
  • The role is managed by the HVAC Network Events plugin
  • Existing users cannot self-assign this role

Capabilities

Event Management

  • Create new HVAC training events
  • Edit own events
  • Delete own events
  • Publish events
  • View private events
  • Upload files and media for events

Profile and Dashboard Access

  • Access to the HVAC Trainer Dashboard
  • Edit own trainer profile
  • View event summaries
  • Access email functionality for attendees
  • View and manage certificates

Attendee Management

  • Manage event attendees
  • Email attendees
  • View attendee lists
  • Manage attendee certificates

Restricted Capabilities

The following WordPress administrative capabilities are explicitly denied:

  • Access to WordPress admin interface
  • Managing WordPress options
  • Managing categories
  • Managing links
  • Moderating comments
  • Import/Export functionality
  • Editing other users' posts/pages/events

Pages and Features Access

Trainers have access to the following pages:

  • Trainer Dashboard
  • Event Creation
  • Event Summary
  • Email Attendees
  • Certificates
  • Profile Management

Technical Details

The role is defined with the following WordPress role name: hvac_trainer

Custom Capabilities

  • manage_hvac_events
  • edit_hvac_profile
  • view_hvac_dashboard
  • manage_attendees
  • email_attendees

Event-Specific Capabilities

  • publish_tribe_events
  • edit_tribe_events
  • delete_tribe_events
  • edit_published_tribe_events
  • delete_published_tribe_events
  • read_private_tribe_events

Security Considerations

  • Role capabilities are strictly limited to necessary functions
  • No access to WordPress administrative features
  • Cannot edit or view other trainers' events
  • File upload capabilities are limited to event-related media

Plugin Integration

This role is automatically managed by the HVAC Network Events plugin:

  • Created during plugin activation
  • Updated when plugin is updated
  • Removed during plugin uninstallation
  • Integrated with The Events Calendar plugin for event management

Support and Troubleshooting

If users experience issues with their trainer role:

  1. Verify proper plugin activation
  2. Check user role assignment in WordPress
  3. Clear WordPress role cache if necessary
  4. Deactivate and reactivate plugin if role needs to be reset